Omnivision Q3 Conference Call Bits

SeekingAlpha OmniVision F3Q07 (Qtr End 01/31/07) earnings call transcript mentions a few interesting bits:

• OV9660 1.3MP sensor with 2um pixels "hasn't ramped production yet... But it's actually doing very well in the market place with a very high number of design wins... By the end of the year you'll see a significant switch over of not just the current 1.3 customers to the 9660 but also a lot of upgrades." The current assumption it will go into production by the end of this year.


• About 60% of last quarter unit shipments were VGA.


• 2MP sensors shipments were about 10% going slightly down from the previous quarter due to inventory adjustment.


• Gross margin for the Q3 was 24.9% compared to 33.1% previous quarter.


• TueFocus was mentioned as a promising new technology, but no solid production schedule was announced.


• A new high DR sensor for security applications will be announced next week.